Filed June 10, 2019
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,706 | $125,797-42.2% | $170,057-57.2% | $75,177-3.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 13.40% | 27.20%-13.8pp | 53.42%-40.0pp | 160.75%-147.3pp |
| Employer contribution / active EE | $4,605 | $4,616-0.2% | $6,790-32.2% | $2,671+72.4% |
| Participant deferral / active EE | $4,849 | $6,838-29.1% | $10,411-53.4% | $4,126+17.5% |
| Admin fee / account holder | $16,796 | $8,177+105.4% | $12,826+31.0% | $5,651+197.2% |